WMT vs. HACBY
WMT (Walmart Inc.) and HACBY (Hachijuni Bank Ltd ADR) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while HACBY operates in Banks - Regional (Financial Services). Over the past 10 years, WMT returned 19.77%/yr vs -3.47%/yr for HACBY. At a 0.02 correlation, their price movements are largely independent.
Performance
WMT vs. HACBY - Performance Comparison
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Returns By Period
In the year-to-date period, WMT achieves a 9.07% return, which is significantly lower than HACBY's 23.35% return. Over the past 10 years, WMT has outperformed HACBY with an annualized return of 19.77%, while HACBY has yielded a comparatively lower -3.47% annualized return.
WMT
- 1D
- 0.45%
- 1M
- -7.93%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 28.71%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
HACBY
- 1D
- 0.00%
- 1M
- -0.67%
- YTD
- 23.35%
- 6M
- 23.35%
- 1Y
- 68.19%
- 3Y*
- -12.69%
- 5Y*
- -4.31%
- 10Y*
- -3.47%
WMT vs. HACBY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
HACBY Hachijuni Bank Ltd ADR | 23.35% | 91.80% | -77.26% | 32.97% | 24.57% | -3.28% | -22.69% | 7.06% | -29.46% | -0.06% |
Correlation
The correlation between WMT and HACBY is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.02 |
Fundamentals
WMT:
$968.20B
HACBY:
$6.19B
WMT:
$2.88
HACBY:
¥283.66
WMT:
42.04
HACBY:
15.37
WMT:
2.75
HACBY:
0.49
WMT:
1.34
HACBY:
3.33
WMT:
10.26
HACBY:
0.86
WMT:
$725.31B
HACBY:
¥299.73B
WMT:
$181.16B
HACBY:
¥244.80B
WMT:
$44.32B
HACBY:
¥80.85B
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Return for Risk
WMT vs. HACBY — Risk / Return Rank
WMT
HACBY
WMT vs. HACBY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Hachijuni Bank Ltd ADR (HACBY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMT | HACBY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.79 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 4.40 | -2.56 |
| Martin ratioReturn relative to average drawdown | 5.82 | 11.33 | -5.50 |
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Drawdowns
WMT vs. HACBY - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, smaller than the maximum HACBY drawdown of -85.63%. Use the drawdown chart below to compare losses from any high point for WMT and HACBY.
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Drawdown Indicators
| WMT | HACBY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -85.63% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -15.59% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -21.93% | -85.52% | +63.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -85.52% | +59.78% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -85.63% | +59.89% |
Current DrawdownCurrent decline from peak | -9.81% | -61.26% | +51.45% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -41.02% | +26.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 6.04% | -1.10% |
Volatility
WMT vs. HACBY - Volatility Comparison
Walmart Inc. (WMT) has a higher volatility of 9.86% compared to Hachijuni Bank Ltd ADR (HACBY) at 0.67%. This indicates that WMT's price experiences larger fluctuations and is considered to be riskier than HACBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMT | HACBY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.86% | 0.67% | +9.19% |
Volatility (6M)Calculated over the trailing 6-month period | 18.49% | 19.06% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.67% | 61.60% | -37.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 64.37% | -42.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 52.62% | -30.89% |
Dividends
WMT vs. HACBY - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.80%, less than HACBY's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACBY Hachijuni Bank Ltd ADR | 0.94% | 2.95% | 7.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.26% | 2.44% | 0.00% |
WMT Walmart Inc. | 0.80% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
WMT vs. HACBY - Financials Comparison
This section allows you to compare key financial metrics between Walmart Inc. and Hachijuni Bank Ltd ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WMT vs. HACBY - Profitability Comparison
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
HACBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported a gross profit of 83.20B and revenue of 97.90B. Therefore, the gross margin over that period was 85.0%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
HACBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported an operating income of 12.70B and revenue of 97.90B, resulting in an operating margin of 13.0%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
HACBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported a net income of 17.17B and revenue of 97.90B, resulting in a net margin of 17.5%.
Frequently Asked Questions
WMT and HACBY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMT has higher volatility (9.86%) compared to HACBY (0.67%). In terms of maximum drawdown, WMT dropped -77.14% vs HACBY's -85.63%.
WMT currently has the higher Sharpe Ratio (1.22 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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